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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

666 managers (671 13F filers) reported a position in SCHZ shares at 2025-12-31, 177,560,075 shares in all. 54 filers opened a position and 49 filers sold out during the quarter.

Managers
666
13F filers
671
New
54
Added
289
Reduced
215
Sold out
49
Shares held by filers
177,560,075

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Haven Private, LLC21,228$496K0.22%+1413F-HRTimeline
Vise Technologies, Inc.21,177$495K0.01%+9,62213F-HRTimeline
Investment Planning Advisors, Inc.21,146$494K0.14%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,976$490K0.01%+9613F-HRTimeline
New Harbor Financial Group, LLC20,900$488K0.09%013F-HRTimeline
Ridgeline Wealth, LLC20,888$488K0.34%-6,57613F-HRTimeline
Kelman-Lazarov, Inc.20,845$487K0.07%+27413F-HRTimeline
RCW Management, LLC20,609$482K0.49%13F-HRTimeline
Elevation Wealth Management LLC20,479$479K0.46%13F-HRTimeline
Parallel Advisors, LLC20,470$478K0.01%+47913F-HRTimeline
Balboa Wealth Partners20,426$477K0.08%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,253$473K0.08%+5,05713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,181$472KnewTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,042$468K0.01%new13F-HR/ATimeline
WEALTHGARDEN F.S. LLC19,894$467K0.31%-57513F-HRTimeline
Hardin Capital Partners, LLC19,906$465K0.22%+6613F-HRTimeline
TrustWell Financial Advisors, LLC19,838$464K0.45%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,798$463K0.21%+43213F-HRTimeline
Wedmont Private Capital19,610$459K0.02%-2,21513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp19,621$459K0.02%new13F-HRTimelineGroup
FDx Advisors, Inc.19,586$458K0.23%013F-HRTimeline
FINANCIAL CONSULATE, INC19,368$453K0.06%+20013F-HRTimeline
ONE Advisory Partners, LLC19,258$450K0.14%013F-HRTimeline
BEACON FINANCIAL GROUP19,197$449K0.04%-5,47013F-HRTimeline
Faithward Advisors, LLC18,759$438K0.06%-9,01413F-HRTimeline
Rothschild Wealth LLC18,728$438K0.04%-3413F-HR/ATimeline
SAX WEALTH ADVISORS, LLC18,482$432K0.02%-82013F-HRTimeline
Dentgroup LLC18,425$431K0.3%-5,10213F-HRTimeline
Fulcrum Equity Management18,077$422K0.4%-47013F-HRTimeline
Versant Capital Management, Inc17,968$420K0.05%-41713F-HRTimeline
One Capital Management, LLC17,740$415K0.01%-50013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,713$414K0.28%-5,88713F-HRTimeline
Embree Financial Group17,612$412K0.05%-6,20613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,577$411K0.01%+55213F-HRTimelineGroup
Bowman & Co S.C.17,396$407K0.17%-1,67513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,169$401K0.15%+39113F-HRTimeline
Pure Financial Advisors, LLC16,766$392K0.01%-2,31213F-HRTimeline
MONEYWISE, INC.16,704$390K0.16%new13F-HRTimeline
WealthPlan Investment Management, LLC16,467$385K0.02%-2,40913F-HRTimeline
Courage Miller Partners, LLC16,460$385K0.12%-5813F-HRTimeline
Joule Financial, LLC16,383$383K0.11%-27013F-HRTimeline
Fermata Advisors, LLC16,252$380K0.09%013F-HRTimeline
Lansing Street Advisors16,184$378K0.1%+17713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,917$372K0.31%+13,26413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,925$371K<0.01%-57913F-HRTimelineGroup
Cooper Financial Group15,588$364K0.04%+57013F-HRTimeline
Portside Wealth Group, LLC15,424$360K0.05%-2013F-HRTimeline
Meridian Wealth Partners, LLC15,376$359K0.05%-1,10513F-HRTimeline
Syntegra Private Wealth Group, LLC15,170$355K0.03%-42613F-HRTimeline
Note Advisors, LLC15,122$354K0.18%+47513F-HRTimeline
ASPIRIANT, LLC14,874$348K0.01%-1,95413F-HRTimeline
SWMG, LLC14,701$344K0.1%+7413F-HRTimeline
B. Riley Wealth Advisors, Inc.14,724$344K0.02%+22613F-HRTimeline
Facet Wealth, Inc.14,689$344K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,550$340K0.05%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.14,567$340K0.02%-2,31013F-HRTimeline
Alley Investment Management Company, LLC14,409$337K0.04%-99313F-HRTimeline
NOVEM GROUP14,384$336K0.04%-22513F-HRTimeline
Midwest Heritage Bank, FSB14,338$335K0.12%-20213F-HRTimeline
Diversified Investment Strategies, LLC14,195$332K0.22%+2,17513F-HRTimeline
Kingsview Wealth Management, LLC14,167$331K<0.01%-70813F-HRTimeline
Legacy Edge Advisors, LLC14,153$331K0.04%-53413F-HRTimeline
BURNS J W & CO INC/NY14,000$327K0.04%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,978$327K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC13,672$320K0.01%-12,28413F-HRTimeline
Principia Wealth Advisory, LLC13,646$319K0.2%+4,37613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,536$316K-179Timeline
Asset One Wealth Management LLC13,567$316K0.04%13F-HRTimeline
Daybright Advisory Services, Inc.13,504$316K0.08%13F-HRTimeline
Keebeck Wealth Management13,439$314K0.04%-22113F-HRTimeline
Partners in Financial Planning13,294$311K0.05%+17613F-HRTimeline
MN Wealth Advisors, LLC13,237$309K0.16%-66113F-HRTimeline
Walker Financial Services, Inc.13,193$308K0.11%-2,34113F-HRTimeline
Leo Wealth, LLC13,175$308K0.02%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.12,980$303K0.13%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,977$303K0.01%+6413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC12,969$303K0.04%new13F-HRTimeline
REGIMEN WEALTH, LLC12,950$303K0.09%+17113F-HRTimeline
Burk Holdings LLC12,911$302K0.14%+4013F-HRTimeline
Clearstead Advisors, LLC12,862$301K<0.01%+9,49613F-HRTimeline
WealthCollab, LLC12,841$300K0.12%-5,20613F-HRTimeline
Daytona Street Capital LLC12,686$296K0.23%13F-HRTimeline
Composition Wealth, LLC12,608$295K<0.01%new13F-HRTimeline
BlackDiamond Wealth Management, LLC12,581$295K0.14%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,604$295K0.02%+16613F-HRTimeline
United Financial Planning Group LLC12,581$294K0.18%-1,04113F-HRTimeline
MKD WEALTH COACHES, LLC12,502$292K0.29%+40613F-HRTimeline
Francis Financial, Inc.12,459$291K0.06%new13F-HRTimeline
FLC Capital Advisors12,365$289K0.05%-14013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12,330$288K0.2%+1,35013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,230$286K<0.01%+4613F-HRTimeline
Alesco Advisors, LLC, An ESL Co12,214$285K0.01%-21,87513F-HRTimeline
World Investment Advisors12,158$284K<0.01%+56213F-HR/ATimeline
Talisman Wealth Advisors LLC11,919$279K0.22%+93513F-HRTimeline
Lewis Asset Management, LLC11,824$276K0.11%-82813F-HRTimeline
J.E. Simmons & Co., P.C.11,815$276K0.18%13F-HRTimeline
Per Stirling Capital Management, LLC.11,813$276K0.03%-56713F-HRTimeline
Ethos Financial Group, LLC11,806$276K0.02%-6,84713F-HRTimeline
Dynamic Advisor Solutions LLC11,803$276K0.01%-2013F-HRTimeline
Northstar Financial Companies, Inc.11,773$275K0.22%+89413F-HRTimeline
&PARTNERS11,020$275K<0.01%new13F-HRTimeline
ORG Partners LLC11,746$275K0.05%+1,69513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,717$274K0.08%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC11,618$272K0.06%-18,17113F-HRTimeline
Grey Ledge Advisors, LLC11,590$271K0.06%-1,41813F-HRTimeline
Waterloo Capital, L.P.11,573$270K0.02%+11113F-HRTimeline
Accelerate Investment Advisors LLC11,540$270K0.18%-27613F-HRTimeline
WEALTH ALLIANCE, LLC11,507$269K0.03%-1,00413F-HRTimeline
HBK Sorce Advisory LLC11,464$268K0.01%+513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$267K0.1%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,220$262K<0.01%+10,51813F-HRTimelineGroup
Meridian Wealth Management, LLC11,083$259K0.01%+2,10113F-HRTimeline
Aptus Capital Advisors, LLC11,025$258K<0.01%+35413F-HRTimeline
HORAN Wealth, LLC10,980$257K0.04%-1,56013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,963$256K0.08%-3,55913F-HRTimeline
WEDBUSH SECURITIES INC10,956$256K0.01%new13F-HRTimeline
Index Fund Advisors, Inc.10,940$256K0.01%new13F-HRTimeline
Chesley Taft & Associates LLC10,875$254K0.01%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC10,871$254K<0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC10,791$252K0.26%-4,29213F-HRTimeline
Gleason Group, Inc.10,734$251K0.02%new13F-HRTimeline
Magnus Financial Group LLC10,710$250K0.02%new13F-HRTimeline
Opes Wealth Management LLC10,647$249K0.04%+7013F-HRTimeline
GS Investments, Inc.10,608$248K0.13%013F-HRTimeline
PFG Investments, LLC10,601$248K0.01%+13613F-HRTimeline
Acorn Wealth Advisors, LLC10,579$247K0.07%-50713F-HRTimeline
PINNACLE ASSOCIATES LTD10,486$245K<0.01%+1,85013F-HRTimeline
Quantum Capital Management, LLC / NJ10,462$244K0.03%+29113F-HRTimeline
Prestige Wealth Management Group LLC10,277$240K0.05%+2,95913F-HRTimeline
Cannon Financial Strategists, Inc.10,134$237K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp10,110$236K0.17%-1,38213F-HRTimeline
Atria Investments, Inc10,101$236K<0.01%-73,47013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,100$236K0.01%013F-HRTimeline
Capital Asset Managemnet, LLC10,080$236K0.26%13F-HRTimeline
AdvisorNet Financial, Inc10,056$235K0.01%+3,60513F-HRTimeline
GatePass Capital, LLC10,018$234K0.12%-26,43213F-HRTimeline
Caliber Wealth Management, LLC / KS9,946$232K0.03%+20613F-HRTimeline
MidAtlantic Capital Management, Inc.9,901$231K0.15%013F-HRTimeline
Newman Dignan & Sheerar, Inc.9,725$227K0.05%+8813F-HRTimeline
Parkshore Wealth Management, Inc.9,706$227K0.09%-30813F-HRTimeline
Professional Financial Advisors, LLC9,657$226K0.05%-13213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,451$221K<0.01%013F-HRTimeline
SCS Capital Management LLC9,260$216K<0.01%+12213F-HRTimeline
Whelan Financial9,259$216K0.07%+4113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,237$216K<0.01%+13513F-HRTimelineGroup
Prospera Financial Services Inc9,170$215K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,174$214K<0.01%+1613F-HRTimelineGroup
SRH ADVISORS, LLC9,106$213K0.06%013F-HRTimeline
TRUST CO OF VERMONT9,104$213K0.01%new13F-HRTimeline
Meramec Financial Planners, LLC9,070$212K0.08%13F-HRTimeline
Parkside Financial Bank & Trust8,873$207K0.02%-1213F-HRTimeline
Bensler, LLC8,789$205K0.02%new13F-HRTimeline
Evolution Advisers, Inc.8,810$205K0.09%+1,17413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,754$205K<0.01%-6,89113F-HRTimeline
Western Wealth Management, LLC8,727$204K0.01%new13F-HRTimeline
Burns Matteson Capital Management, LLC8,666$203K0.08%-13513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,623$202K0.02%new13F-HRTimelineGroup
Arax Advisory Partners8,154$191K0.01%new13F-HRTimeline
Rossby Financial, LCC7,314$171K0.05%+6,23713F-HRTimeline
Northwest Capital Management Inc7,277$170K0.74%-7,59313F-HRTimeline
Investors Research Corp7,094$166K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,900$161K0.02%-22013F-HRTimeline
Acumen Wealth Advisors, LLC6,812$159K0.05%13F-HRTimeline
Davis Capital Management6,526$153K0.1%+7313F-HRTimeline
Steward Partners Investment Advisory, L…5,998$140K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,813$136K0.01%new13F-HRTimeline
Evensky & Katz LLC5,641$132K0.01%-4013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,522$129K<0.01%-18413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,302$124K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,240$122K0.01%013F-HRTimelineGroup
Front Row Advisors LLC5,148$120K0.04%+113F-HRTimeline
CoreCap Advisors, LLC4,700$110K<0.01%+47313F-HRTimeline
OPTIMA CAPITAL LLC4,680$109K0.05%new13F-HRTimeline
New Millennium Group LLC4,670$109K0.05%-9013F-HRTimeline
Stephens Consulting, LLC4,113$96.1K0.03%-1,33913F-HRTimeline
Vision Retirement, LLC4,094$95.7K0.03%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,088$95.5K<0.01%+4,08613F-HRTimeline
New Republic Capital, LLC4,053$94.7K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,045$94.5K0.01%013F-HRTimeline
Granite Investment Partners, LLC3,780$88.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$86.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group3,629$84.8K0.04%-15613F-HRTimeline
Root Financial Partners, LLC3,619$84.6K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,511$82.1K<0.01%-3413F-HRTimelineGroup
WFA of San Diego, LLC3,491$81.6K0.06%-8513F-HRTimeline
Robinswood Financial LLC3,221$75.3K0.02%+113F-HRTimeline
Align Financial, LLC74,280$74.3K0.05%13F-HRTimeline
Cape Investment Advisory, Inc.3,087$72.1K0.02%+4213F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,077$71.9K0.01%13F-HRTimeline
COMERICA BANK3,056$71.4K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,006$70.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,837$66.3K<0.01%-82013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,754$64.4K<0.01%-146,26713F-HRTimeline
FMR LLCin group FMR LLC2,693$62.9K<0.01%-1,48913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$61.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,188$51.1K<0.01%-1,00813F-HRTimeline
MCF Advisors LLC2,182$51K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,068$48.3K0.03%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,026$47.3K0.02%-30113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,024$47.3K<0.01%+1,86413F-HRTimelineGroup